SML Planning Minute

SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.

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IRS and Social Security Phone Scams

Posted July 20, 202100:05:12

We urge you to always be cautious and not provide sensitive information such as your Social Security number or bank account information to unknown individuals...

The Two Ironies of Retirement Planning

Posted July 13, 202100:08:06

There are perhaps two great paradoxes about retirement that people don’t often recognize. The first is that in retirement, people live on income,...

Tax-Free Real Estate Exchanges

Posted July 6, 202100:08:20

Tax-free real estate exchanges have long been a favored technique used to defer capital gains taxes. How do they work, and are they still viable with...

Hidden Fees are Harming 401(k) Savings

Posted June 29, 202100:05:28

Hidden fees can have a serious long-term negative impact on a 401(k). And the problem is worse than most people realize.

Hidden Fees are Harming 401(k) Savings

Posted June 29, 202100:05:28

Hidden fees can have a serious long-term negative impact on a 401(k). And the problem is worse than most people realize.